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Level 1

Item class vs. receipt class

We have always been inputting class on each line item, while leaving the class for "sales receipt" blank.

 

now that we are creating reports, it only includes the class when it was on receipt (at top of screen)

 

how do we create report including the class on line item?  please see screenshots for clarification

 

thank you

Solved
Best answer January 23, 2019

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Level 15

Item class vs. receipt class

@yonaberlin

 

now that we are creating reports, it only includes the class when it was on receipt (at top of screen)

 

Item line class will only show on a detail report, if you are running a summary report - item detail does not show

View solution in original post

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Anonymous
Not applicable

Item class vs. receipt class

Good day, yonaberlin,

 

I can help you get the report you need in QuickBooks Desktop.

 

You can customize a Transaction Detail report to reflect the classes attached to your sales receipts. Let me show you how:

  1. Go to the Reports tab.
  2. Click Custom Reports.
  3. Choose Transaction Detail.
  4. On the Display tab, edit the report date in the From and To fields.
  5. On the Columns section, choose Class.
  6. Go to the Filters tab.
  7. On the filters, select Transaction Type then choose Sales Receipt. If you'd like to choose multiple items, click Multiple Transaction Types then mark the items you want to see on the report.
  8. Click OK twice.
  9. On the Total By drop-down, select Customer. (See screenshot.)

That should get you on the right track, yonaberlin. You may want to check this article to know more about customizing reports in QuickBooks: Customize reports in QuickBooks Desktop

 

Please know that I am here whenever you need further assistance with QuickBooks. Have a great day!

Highlighted
Level 15

Item class vs. receipt class

@yonaberlin

 

now that we are creating reports, it only includes the class when it was on receipt (at top of screen)

 

Item line class will only show on a detail report, if you are running a summary report - item detail does not show

View solution in original post

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